Who qualifies as a professional investor?

FINANZ'25 is intended for qualified investors under the Swiss Collective Investment Schemes Act (KAG), including

Asset managers, pension fund representatives, private bankers, family offices, wealth managers
Fund selectors, trustees, tax advisors, foundations
Financial advisors and other professional/institutional investors
Additionally, high-net-worth private clients may qualify under certain conditions*

Short: This includes all those professionally or institutionally entrusted with the management of assets or investments. Further information can be found in the legal requirements of the Collective Investment Schemes Act (KAG).

Are you a qualified investor and interested in attending?

If you’re interested, please write to us at Turn on Javascript! with your contact details and a link to your LinkedIn profile or a professional signature. Even if you are unsure whether you qualify, we are happy to review your request and will send you an invitation code upon confirmation.

*Private investors as qualified investors:
- Financial assets of at least CHF 500,000 with an asset management or advisory relationship with a financial intermediary
- Financial assets over CHF 2 million, regardless of an advisory relationship